Eaton Vance Tax-Advantaged Dividend Income Fund
109 hedge funds and large institutions have $244M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 9 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 29
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% more funds holding
Funds holding: 108 → 109 (+1)
0.86% more ownership
Funds ownership: 14.63% → 15.49% (+0.86%)
1% less capital invested
Capital invested by funds: $248M → $244M (-$3.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.82M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.29M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.19M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.11M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$914K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$1.48M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$885K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$721K |
| 4 |
Morgan Stanley
New York
|
-$665K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$401K |
EVT Hedge Fund Activity: Q3 2023 in Review
109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2023, worth a combined $244M — down 1.4% from $248M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EVT positions and 9 closed out — a net gain of 2 holders — while 42 added to existing stakes and 29 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $4.82M. The largest seller was 1776 Wealth, exiting entirely with an estimated $1.48M sold.
- 109 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2023, up from 108 in Q2 2023.
- Funds reported $244M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2023, down 1.4% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2023 and 9 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $4.82M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2023 was 1776 Wealth, an estimated $1.48M sold.
Based on aggregated 13F filings for Q3 2023.